Forum Financial Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $777K | Buy |
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|
2025
Q2 | $690K | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $778K | Hold |
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|
2024
Q3 | $613K | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $566K | Hold |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $634K | Hold |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $468K | Buy |
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